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Safeguard Investment Advisory Group’s iShares TIPS Bond ETF TIP Stock Holding History

Safeguard Investment Advisory Group’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$333K Sell
3,015
-217
-7% -$24K 0.09% 91
2025
Q4 		$355K Buy
3,232
+189
+6% +$21K 0.09% 91
2025
Q3 		$338K Sell
3,043
-3,192
-51% -$353K 0.08% 95
2025
Q2 		$686K Sell
6,235
-35
-0.6% -$3.82K 0.17% 63
2025
Q1 		$697K Sell
6,270
-747
-11% -$81.1K 0.19% 53
2024
Q4 		$748K Sell
7,017
-1,052
-13% -$114K 0.21% 48
2024
Q3 		$892K Sell
8,069
-1,127
-12% -$122K 0.25% 39
2024
Q2 		$935K Sell
9,196
-987
-10% -$105K 0.29% 39
2024
Q1 		$1.09M Sell
10,183
-1,429
-12% -$153K 0.37% 31
2023
Q4 		$1.25M Sell
11,612
-1,257
-10% -$131K 0.47% 26
2023
Q3 		$1.34M Sell
12,869
-158
-1% -$16.7K 0.58% 24
2023
Q2 		$1.4M Sell
13,027
-6,046
-32% -$658K 0.6% 25
2023
Q1 		$2.1M Sell
19,073
-11,700
-38% -$1.27M 1.01% 19
2022
Q4 		$3.28M Sell
30,773
-3,410
-10% -$364K 2.02% 15
2022
Q3 		$3.58M Sell
34,183
-10,926
-24% -$1.24M 2.46% 12
2022
Q2 		$5.62M Hold
45,109
– – 3.46% 8
2022
Q1 		$5.62M Sell
45,109
-7,678
-15% -$966K 3.83% 7
2021
Q4 		$6.82M Buy
52,787
+1,253
+2% +$162K 3.98% 7
2021
Q3 		$6.58M Buy
51,534
+8,002
+18% +$1.03M 4.26% 5
2021
Q2 		$5.57M Sell
43,532
-4,806
-10% -$611K 3.97% 7
2021
Q1 		$6.07M Sell
48,338
-16,660
-26% -$2.11M 5.42% 3
2020
Q4 		$8.3M Buy
+64,998
New +$8.2M 7.35% 2

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Safeguard Investment Advisory Group's TIP Position: Q1 2026 in Review

Safeguard Investment Advisory Group reduced its iShares TIPS Bond ETF (TIP) stake by 6.7% in Q1 2026, selling an estimated $24K and leaving 3,015 shares worth $333K. The position accounts for 0.09% of the portfolio, ranked #91.

Safeguard Investment Advisory Group first reported a position in TIP in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.3M in Q4 2020. 1,016 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Safeguard Investment Advisory Group held 3,015 shares of iShares TIPS Bond ETF worth $333K as of Q1 2026.
  • Safeguard Investment Advisory Group sold 217 iShares TIPS Bond ETF shares in Q1 2026, an estimated $24K.
  • iShares TIPS Bond ETF made up 0.09% of Safeguard Investment Advisory Group's portfolio in Q1 2026, its #91 holding.
  • Safeguard Investment Advisory Group first reported a position in iShares TIPS Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Safeguard Investment Advisory Group's iShares TIPS Bond ETF position peaked at $8.3M in Q4 2020.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.